Gregory
Koehler

Cetera Advisor Networks LLC

CRD#3138593
Investment Advisor
in Kansas City, MO
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About this Advisor

Gregory Koehler is a certified financial planner who is based out of Kansas City, Missouri. Currently an investment advisor with Cetera Advisor Networks LLC, they have accumulated 14 years of experience in the financial advisory industry. Koehler maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Koehler can work with investors based out of Kansas and Missouri. During their career, Koehler has held roles at Raymond James Financisl Services, Insurance, Raymond James Financial Services Advisors, Inc, Koehler Wealth Group, Inc, Financial Network and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in Kansas City, Missouri, and operates out of 850 locations in the nation. As a company, Cetera Advisor Networks LLC oversees $21 billion in assets dispersed across 75,665 accounts and employs more than 1,890 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cetera Advisor Networks LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4144 Pennsylvania Ave
Kansas City, MO 64111

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$20,515,461,972

MO Average: $7,578,581,321
Total Number of Employees

1,890

MO Average: 43
Total Number of Accounts

75,665

MO Average: 3,727
Average Account Size

$271,135

MO Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Koehler Work History

Gregory has 14 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

2012 - 2012 (0 years)

Financial Network

2010 - Present (9 years)

Koehler Wealth Group, Inc

2009 - 2012 (3 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Insurance

2004 - 2012 (8 years)

Raymond James Financisl Services

Disclosures

Gregory Koehler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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